HomeMy WebLinkAbout03-07-08
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 06
File Number
00828
Date of Birth
165-48-4585
08/01/2006
07/27/1955
Decedent's Last Name
Suffix
Decedent's First Name
MI
POSTllOFF
ALAN
R
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
. 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Day1ime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
WilLIAM C DISSINGER
(717) 957-3474
Firm Name (If Applicable)
DISSINGER & DISSINGER
REGISttR OF WILLS USE:ONLY
--. C:J
o
. ~~1
First line of address
-u
-,;;;~
>'.J
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400 SOUTH STATE ROAD
Second line of address
:L:
f',~)
City or Post Office
State
ZIP Code
DATE FILED
C)
, r.
,~-'
MARYSVlllE
PA
17053
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PE~~:~~r:;~N:IBLE ~OR~~ING RET,~RN I ' DATE
^:g~~~UT~:~~~I~~~--.._. -- _";;LJ/O~
--------. - -- ~ --------------- - -------~------ ---
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
- ----.--..-.-----.-.-.~--.----.-~.--~---_____~_m__._.__'_.__~_.. _~____
PLEASE USE ORIGINAL FORM ONLY
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15056051058
Side 1
15056051058
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15056052059
REV-1500 EX
Decedent's Name:
ALAN
R POSTILOFF
RECAPITULATION
1. Real estate (Schedule A). ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested. . . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.00
16.
0.00
17.
0.00
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
165-48-4585
Decedent's Social Security Number
130,000.00
28.31
0.00
0.00
88,404.56
0.00
0.00
218,432.87
27,414.96
260,461.06
287,876.02
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
15056052059
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
ALAN R POSTILOFF
-------- '---'---~_.'-'~_.'-'----'--~------
STREET ADDRESS
5206 COBBLESTONE DRIVE
fill! Number
00828
DECEDENT'S SOCIAL SECURITY NUMBER
165-48-4585
CITY
MECHANICSBURG
STATE
PA
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
_.._-~_._.-
0.00
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C ) (2)
0.00
0.00
- --------.. ----
0.00
- -- . . ------ Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
0.00
0.00
0.00
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D [K]
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [K]
c. retain a reversionary interest; or.......................................................................................................................... D [iJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D [K]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [K]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 PS. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 PS. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV.1502 EX+ (6.9*,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
ALAN R POSTILOFF
FILE NUMBER
21-06-0828
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which Is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
REAL ESTATE LOCATED AT 5206 COBBLESTONE DRIVE, MECHANICSBURG,
CUMBERLAND COUNTY, PA, 17055, SOLD AT PUBLlCE AUCTION
VALUE AT DATE
OF DEATH
130,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert addnional sheets of the same size)
130,000.00
, ,
REV-1503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
ALAN R POSTILOFF
FILE NUMBER
21-06-0828
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
FIDELITY INVESTMENTS ACCT # 2192611651
VALUE AT DATE
OF DEATH
28.31
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
28.31
REV-150B EX+ (6-98) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
ALAN R POSTILOFF
FILE NUMBER
21-06-0828
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. CASH
7,120.00
2. PERSONL PROPERTY - SOLD AT PUBLIC AUCTION
3. POSTMARK CREDIT UNION ACCT # 5365
4. M& T BANK ACCT # 2676100494
5. REFUND FROM PA TURNPIKE EZ-PASS ACCT
6. REFUND FROM ERIE INSURANCE HOMEOWNERS POLICY
7. IRS REFUND
8. HSBC MORTGAGE REFUND OF UNUSED ESCROW
9. AMERICAN HOME MORTGAGE REFUND OF UNUSED ESCROW
24,793.00
83.91
53,792.23
17.15
112.00
1,933.00
59.46
493.81
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert addnional sheets of the same size)
88,404.56
REV-1511 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALAN R POSTILOFF
FILE NUMBER
21-06-0828
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
AMOUNT
B.
1.
10.
11.
12.
DESCRIPTION
1.
FUNERAL EXPENSES:
MYERS FUNERAL HOME INC
2,068.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) WILLIAM C DISSINGER
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 400 SOUTH STATE ROAD
City MARYSVILLE
13,105.92
State PA Zip 17053
Year(s) Commission Paid: 2006, 2008
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
,Zip
Relationship of Claimant to Decedent
4.
Probate Fees
300.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
REGISTER OF WillS - SHORT CERTIFICATES
TOM HOFFMASTER - APPRAISAL, REAL ESTATE
CUMBERLAND LAW JOURNAL
PA TRIOT NEWS
lEIGH ANN SNYDER - SERVICES SEARCHING FOR SECURITY DOCUMENTS, ETC
TINA YOUNG - SERVICES SEARCHING FOR SECURITY DOCUMENTS, ETC
28.00
375.00
75.00
151.73
147.40
505.70
8.
9.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
:SE,= PI~GE d
SCHEDULE H - PAGE 2
ESTATE OF
ALAN R POSTILOFF
ITEM NO.
DESCRIPTION
B13.
COST AND EXPENSE OF AUCTIONS
B14.
COST OF REAL ESTATE SETTLEMENT
FILE NUMBER
21-06-0828
TOTAL (ENTERED ON LINE 9)
SCHEDULE H - PAGE 2
AMOUNT
$ 9,047.21
$ 1,611.00
$27,414.96
REV.1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALAN R POSTILOFF
FILE NUMBER
21-06-0828
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
1.
CARE MARK (# POSAL55)
UGI (#203-705-2040-19)
PINNACLE HEALTH HOSPITAL (270021389)
COMCAST (09547-244304-01-3)
VERIZON (717-766-7737-106-37Y)
BANK OF AMERICA (488-6031-1726-0646)
MBNA AMERICA (5490-3536-5112-4926)
MBNA AMERICA (4264-2960-2407-7858)
DISCOVER FINANCIAL SERVICES (0011-0023-2600-0296)
CITIBANK (5424-1804-1372-5406)
AMERICAN EXPRESS (3730-2534-7613-008)
CHASE MASTERCARD I BANK ONE (5179-4544-7003-0530)
YAHOO VISA I BANK ONE (4417-1240-0766-7931)
UNITED VISA (4388-5752-2907-9970)
CAPITAL ONE (4305-7214-6488-2054)
MBNA AMERICA (488-9361-1598-5205)
HSBC BANK (5407-8902-8006-4108)
HSBC MORTGAGE (LOAN #0009874009)
AMERICAN HOME MORTGAGE (LOAN #0004848771)
STATEWIDE TAX RECOVERY (2006 SCHOOL PER CAPITA TAX 06A35748)
25,856.43
108,345.25
31.00
35.00
2.
131.28
3.
13.00
4.
182.76
5.
18.41
6.
6,263.51
7.
18,844.54
8.
28,914.49
9.
6,169.00
10,754.02
2,232.84
11,218.33
11,398.09
756.66
11,320.57
6,134.46
11,841.42
20
260,461.06
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV.1513 EX. (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALAN R POSTILOFF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-06-0828
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. EDWARD POSTEL UNCLE 1/7 %
2. JOSEPH RUBANOFF COUSIN 1/7 %
3. MARLENE POSTILOFF ZAFRAN COUSIN 1/7 %
4. MORRIS SHOR COUSIN 1/7 %
5. ANNA POSTILOFF COUSIN 1/7 %
6. MARSHA POSTILOFF CASTLE COUSIN 1/7 %
7. PAULINE POSTILOFF FISHER COUSIN 1/7 %
ALL OF THE ABOVE C/O: BOSWELL, TINTNER, PICCOLA & ALFORD
315 NORTH FRONT STREET, PO BOX 741
HARRISBURG, PA 17108-0741
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Pre...k:j.t "'d'llQl1~ '1rej)h~<O!e1~
jCllmMtJO.1.(ii!~) re.f Hftl1~ 43!X..2
A Settlement Statement
U,S. Department of Housing and Urban Development
cJl..cl:Y~b?i'~__ - -_----,-_ _ _ "..____..9._M.I1.'.'IP.P..r.2Yfllli':L.
, 1. f]FHA 2 OFmHA 3 OCOflV Unms l 6 File Number 7.loao Number
A ,~, ol~~,ll:n;;-",\iij'",", .....oiiiffi or da1~''''''''nl <mI' AmOOn,. "'010 mill'&, ~001552!O W. I
C_ Note: Itemti!n;.ltk.6d "(p,Q,cT Wf)fO p~ 9Vt~j(~lh. VU'liff<g; they lirtf shownni(!fofuf Ir.r(lHMhon IXlQ~$ Md we net mcludedlf'l tho t~lOII5
WARNlNl.:i_ n j$-lll:",l~ to krl>.)<Mngly fl\aJ\.8fal$$.lnl~"mub.tolhe tlnft6(j&lal'U Oft thia 0l'.1II'r>/ i:iU\&r $itnilw ft:m1. Putl~!h&f,upon
{;.Q1lW.htln (:o!tl'l it1(.lu<1&aflAl!l~.~.':~}~~~.!l~ FtJrd~t8H..s~: T:!~.t~'y",.~.:.9.~~!'n~.!~.2'L0()1.and Se.chon101\i
i--'[} NAME6FBORR~R Steven M, Krantz
ADDRESS Roaq Mechanict.1>!olm PA 170SS
-ENAMEOFSELLER R. i>Qstiloff
._~Q.[)J3!'.$$
r NAME OF lENDER:
.... _J\QQRs:?~_ .1205 Rived~~JlJ~..!!i~a, PA17S47 ____._..._..... ...._....._.___~_._._______.._._.__..__..
; G. PROPERlY ADDRESS 5206 Cobblettone Lane, Mecnanicsburg, PA 17055
f .' ...... ... . ........ ... Lower AlleI)I~$hip _._______,_...__._.________._.... '" _"__m.__
IT1-SEmE~NT flGENrLaodSettiilrrnmt Services, Telephone: 717-273.2858 Fax: 717.273.7819
..PlACE QE3iETTLEMENT 107 SO.~!IJ.~reetJ_.~.!l~.r.!p.!1.f'A 17042
[....:.$!'IILEMfJ::j.'[
. _ J. S
___FINAL
"'-----r-~~--.",._'^.""....""-"
i nnoE;.;press Sf)t1lemenl System
.. _ _LP!ifl1~>QJ?i?~:?f~1~{1tQ~Q;Jt~H
.2!l!L.._.____..___... ........_.__.__....
20l.._....___._.__ ..........._____._.
;...?2!L.____.............. ....... . ....____....__
i 209.
!....~._=..~djust~t.~JQrA~~c.,l!r.!flaid seller
I
.....+,.....--......
JQ.~.t~.'!~,?5
?()~-
25856.43
211._,_<;otlnly la~L___
I 211.
r:218:~::===~=::=:.=-::.....-.....
~19
d~O,JQT~i'AiDByiFOR aORROWER --.....1. _
I 300.J~ASH AT SETTLEMENT FROM QRTOBORROWER
f..~9LQrgssa!!!1.W1LQg!1J!Q!ll!l9r:Q~r..mu~ 120~
~J02 l#!!!i..iill!?\!D!~.P.;Ji<!...P.Y{10t bono~r (line 220) 'j'"
L~O~,9AS~F.:~QM.BORRO~..F__.._.... _ . __.__._~,503,90 1603, CASH FROM SELLER
CTION AMOUNT O.\J!.!~~~J..___............J~
LEMf;NT1QJ!!tmOM $ELI",ER~_...__.~.__
13$!J1.q~l 60l. 9l9,g,!mJQ.\ffltltlJ!! to selie] ine 420 130,765.97
... ..._~..1~O.!!!lQ,QO_,...&!1?, Jess reductkloamoont due..l4!l.~g~?
t
....J!!.Q:;Et
suus-mUlE fORM 1fj~>9 SflH2l{ SfATEMEN1: Th(r h!(Jn~iO!):_wnlai"OO I~nl& Inlp00lat)ltax in1t>!,I,!lIu,,')flMU ls tmin9 fumishod tQ lhe Jl'lIM:n.li Aevooui;l: Service. if yi:iU are (~~Jlred to 100 a reh.rH
t'l r~lt~1lt'.:6 penuily or altlW f.mcl.on ~u btllnlflosed pO yoo ,f Ulia tWm " requIred to be reported aN:! ~ ,AS lkl8111ltl1f)Sttlat .1 row r\l:~ bObn lll-;"I!)ftOO. Tho C~mtla-;:;t SalDI Prioo do~ ()f'I
'nft 401 Hl:f.?\Ht t:<'.lt\!lUll.lk,lS lh-tt f'..ro$:s ~l~$ Qf lhilllti,Ii(H.tk;,ljj)f~
Vm; W~ rU<:lwllld bV h1w It') prl;"i\li~ ffW ~i1 ~Mt (t'-ed. TulD No: . .. . . I \l'ith YQOf e<<r<<tl$tpllyWidemifK'.afioonUfi'lb6r. I! 'jI(:lt.tdo' hot p~dl\l! }'OIJf fl)(Tf)(:1 hWl~ idbllttfk.tltiOt\
nwrtl(>{, y(lO lllOy b.:l I-obj-oct to aW 0( aimif\M pooalllAS ~lt'Ipo$OO by 1lt'N. "Qi;fotf pOMHl6'S I:lt plllfjuly, I eeftj(yN thu nwri>of JhOWo on \hl"Sltll$t\"!ent)-s my coaecl, _Ay6fWenll~cati~' 1\U!'l'lOOf.
ltN
. ....... m..~" ~____,__~I _ . _~~ ':........,..;.:....:..,;...,.........,.. SEU.ERf$)StCNAltJRt-:!S>
!-)[l.l.[F{5: NEW MAILING AODRESS
SF..i.lf.RCS) Pl-iONE NUMBiiHS.
.................m......~...M....__~_~(H)
.n__"...~~~.......~.....n~_n...0Ni
P>U"".)US 00'110"'" ar. ou$oIel"f
j(Jm) HVo-, prtl6J r&! Haf'dbooll 4300.'
U 0, DEPARH,lENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STA 1EM.~NI
.1",~;mJ;MENT CHARGES._._...... ..___.
i 100 2qI~~ SALES1\:lF19~.E:fl S.g,,\~~Ml~SION based on price $130,000.00 =
I DIV!~gn.ol corr,nll5S)()n (line 700) ~ fo'lg.1'iS
_ 701. S 3<;>. __... '__._
,..jQf,2-__.__.__ to _.._.....................................
· 703. s::.qf!l"'i'?~'!!).e~Q.~L;;~I!I~I'.~'l!. ... __...,....,. .
..Jl.Q.Q,.!TI;M~.~A.YABLE IN CONNECTION WITH lOAN
I.l9L..L.oan O.nginalion Fee 1.000 %Province Ban~...._._............._..
89L.Loan Discollnt %
803. ARI?[~.ili11i.f~.____.. _.IQ.!:.,A:.K~I}I:J'!y.!lr.
_~9~ .<;:f.~iU:~qpQrL to CBY Systems, Ine.
805. Lende(s Ins
806. MOflgaqe flwlicalion F~_.__..______..... ...._....__.........._..._.__.._...
. B01Vndef1.\Kibng .~~~ .lo.p(ovlnec Bank
I 808 .Jl!o-oU2"i'. flo01.fQ!L....._. .....!? Provi.!!~..f:;!.~!}!<
,_<jQL.~.lIfier _..___.....JL!'.r<.1"-!!!!<l!..~'!f.ll.<.
i81.0 Ta~$<)lyi<;2Fee ........10 Province Bank
!~11.Dl:<;f'f\'P .._ . to Province Bank
.ilQ!UI!:.~BE9UIFi;P_~Y.I"ENDER TO BE PAID IN AOVAN9.L...__.__._..__.
l.~l~~:;~~l~~~i~~~~:~;:I~;~.~~:~L~Q:t------.~ 22.4400 I~=:..--...:.........=....-.~~~s __. ...
L.~QL.....____..........___ . ....__._._
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, 1000. RESERVES DEPOSITED WITH .LENDER FQI.L._
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19,91Ci1y ProP!'-l).yl.~~____.._.._......J~.. mo,@ ~
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1100. T1T~E C.~~RGES
.1..101.....$<)~I.~~!.€![.gQs.lnJ]1.fl:L....__..
_J10?.61?Slr~IQUi\iQs.<i!lf<;b.
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, 1107, Al1on:ey'skcs ___.__________.,..
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U 10B. Title lS;y~J!'''---.__.._19..~imC!_~~J.!l~!1LSery!~lil.....____..________
;._ uncludes aoo,:e ilems No. . Reissue Ra!!.MLI'!!l.l!J.Q'Y.~..._ 1
~. ~r's Pgik;y 117,000.00 .
,JJ)O~fl:(?I'(JI!fY.....__._... 130,000.00 .. 635,53
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.J 200,..GO'{~B!!M.~~I.l3;.C.QRRIt:l9..~l'4[?.I~~f,;Rf..HARGES
1201. RecOIding Fees Dee(t~8,~..... .....;~1<.lr!9ilfllll~MQ.. ; Release $
1202. City/County J!JXfstilf!1Jl.L...... . .. P<1\ltJ$1,~,QL. ; MortQaQe $
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jlOO. ADDITIONAl SETTll~!...~H;~~Rgl;~.......___.
File Number: 4564 FINAL
.. T'~!!l:~P!QS.S SI]t1 enw,nt System ['r!'!\ed 12/2812006 at 09 03 EvB
. ..___ _... .~. PAIDFHOM PAID FROM
.w -. .... . BORROWER S SELLER'S 'I
w. __ . FUNDS AT FUNDS AT
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35,9.0.. --------l
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(cn12LQrU~lQ~1g~,$~';li9J1LaD'~.fi..Qb Seeton K)
5 737.93 J...__ 1,tiJ1 .00
111~W, r,an,fl,f 'f IO\llO'Hod I!" Hun 1 &l1'I~'~\Il~ll 5lat"mQfltand lethe btnl of {"'iIl;r>ov.Aj!ld9"....~ bOl:of ~ IS IttrlJ6Wh1&(,i'..urate li-l~.,rneru or ufll~ pIS drm mSP<t'$(!tTlJ:tmSf'l.3"Ja on Ill;' ftC.Wlm (K by 11)(1
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ey
WNmIN(; rr IS A CR.Mf:: TO KNOWNG-l Y MAKE FIlLS<: STATEMFNTS TO THE:
UN!T~O STAlES ON THIS OR Mff SIMilAR tORM, PENAi.m-::s UPONCONV!CTION
CAN iNCLVDE AFIN( A"4l) IMPRiSQNMH\ll. fOR OETAIi.S SEE. TITLE 18:
U.S, GOD(': SEGTIO~ 100'\ AND StGliON 1010
"
(8) POSTMARK
CREDIT UNION
lor first e/'w fin,weia! seruiees
October 18, 2006
William C. Dissinger
Dissinger & Dissinger
Attorneys at Law
400 South State Road
Marysville, P A 17053
Re: Estate of Alan R. Postiloff
S.S, # 165-48-4585
Account # 5365
Dear William C. Dissinger:
The account at Postmark Credit Union was owned only by Alan R. Postiloff. Interest (dividends) is paid
on the last day of the month for account.
The following is an account status on August 1,2006.
~
Opened
Balance 8/1/2006
Interest Rate
Savings
8/14/1981
$ 83.91
1.00%
There are no beneficiaries and no safety deposit boxes on the accounts at Postmark Credit Union.
This should provide the information for you to handle the estate. If you have any questions please call.
Very truly yours,
/ g'
~~ --------
'- Bonnie Sommer '
Member Services
2:)30 Ling ,sstou..m i10C,d - Harrisburg, PA 17110- 3.: .=,.=,
717-671-5119
'.
,~'\
rlJM&rBank
499 Mitchell Road, Mil1sboro. DE 19966 Mail Code DE-MB-12
Phone (888)502-4349
Fax (302) 934-2955
October] 9,2006
Dissinger & Dissinger
Attorneys At Law
28 North Thirty-Second Street
Camp Hill, P A 170111
Re: Estate or Alan R Po~tiloff
Social Securitv: 165-48-4585
Date of Death: Au~ust 01, 2006
Dear Sir or Madam:
Per your inquiry dated October 10, 2006, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account Checking Account
A ccount Number 2676100494
Ownership (Names of) Alan R Postiloff *
Opening Date 08/16/90
Balance on Date of Death $53,790.90
Accrued Interest $ 1.33
Total $53,792.23
Please be advised, there was no safe deposit box found for the above decedent.
Your request to close the account, any ownership changes and stop automatic withdrawals along with the original
death and short certificate has been forwarded to the Trindle Road Branch.
* For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call
the Trindle Road Office # 717-737-2308.
Sincerely,
---1i;/c',C7C/r/
Nancy clagett
Records Management
.
, .\
A E!.tllJ.!fW
October 23,2006
DISSINGER AND DISSINGER
ATTN: WILLIAM C DISSINGER
28 NORTH THIRTY -SECOND ST
CAMP HILL PA 17011
Dear Mr Dissinger:
We are responding to your request for information about Alan Postiloff's account(s) with
Fidelity. The table(s) below list(s) the account holdings and values as of 08/01/2006.
Fidelity account Z19-261165: ALAN R POSTILOFF - INDIVIDUAL
Security Description CUSIP Quantity Unit Value Market Value
Cash 315994103 28.310 $1. 00 $ 28.31
Total Value $ 28.31
We hope this information is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastern time Monday
through Friday or visit our website at www.fidelitv.com.
Sincerely,
Fidelity Investments
Our file: W042326-190CT06
Brokerage Services provided by Fidelity Brokerage Services LLC ~:e",i::er NYSE, SiPC
Cearing, custody, and settlemer,t services by National Financial Services LLC ~"ember NYSE, S'::C
P.O, Box 770001, Cincinnati, OH 45277-0034
~ 1 T~ ...~~;'O :
.
. .,
M&M
i.... .
l
A\.rCTIONEERING
4t'~.. "~
,
. ,
,'0,;',._
.;
SELLER'S EXPENSES
SELLER NAME I
ADDRESS t- '\ 5 ,
fY\fi ( I r'" Y 11 \ ~ j l:A
LOCATION OF SALE
AUCTIONEER
ZIP
t;n.Cl/ d PA
PHONE !5:z 7- c/L/91..
RECEIPTS
PROFESSIONAL FEES
AUCTIONEER CASH $
PERS PROP $ '9'i3, 'It!
REAL ESTATE $ 2<.tOO. DO CHECKS $
~~~~R/ %3.7;5 i~
OTHER EXPENSES,~jTOT AL RECEIPTS $ 24; 79 J. 00
EXPEDITER $ '.<\.1t:;'.'
RUNNERS $ /I.J5, D0;"'~~t~(
PREP LABOR $ /fg7, 60 LE$"~o':.OTAL EXPENSES $ ~OJ-/7. t./
TRUCK tTrailc,y $ /dO,CO FIA,.
TENT $ 3J../~.1 J.t -r J.5(X/';~f ::; )' / / 71
- ADVERTISING $ Nji..PAYTOSELLER$ ;),71f?,
:tel \ ,h'\ $ I ~r~'iiti \
. . tI \"'- , Y\ $ AJ i 'E:;I~.'I...
-t.., \. ~ \"'1 \ $ J./LP I >'.~,(
f\'\,~(-\; I 1\ S\'-Q. $ ~O,OO "-~'f
~~~~ _~~~~:AR ~ "11 . Ot);f
MISC hCl1'\.Q (L\- $ l.I\J . DU
TOTAL EXPENSES $ (,J Of-J 1. 1. J
I
I (or we), the seller, accept this settlement and acI61
/2' / / I~-;L::...
, '/~
Date
(Seller's Signature)
~.
.~:.":~~"
:3 ~O\DDD
Pc\ ~l;O, 00
HPD eD.UD
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